Managing Company Documents

The steps below will explain how to add, edit, and delete company documents on Common Benefits Administrator.

Adding a New Document

  1. From the company Home screen click Self Service and then Documents .

  2. Click Add New Document .

  3. Click Choose File to select the document to add.

  4. Select the classes, locations, and divisions that should have access to the document.

    Note: The division field will only display if configured for the Company.

  5. Enter a name for the document and then click Save to add the document.

Editing an Existing Company Document

  1. From the company Home screen click Self Service and then Documents .

  2. Click on the document name.

  3. The document name can be changed along with the available classes, locations, and divisions.

Deleting a Company Document

  1. From the company Home screen click Self Service and then Documents .

  2. Click Delete next to the document name.

  3. Click Yes to confirm.